DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Recording sales


#1

I have a business that sell service. How do I record service that I sell into manager? And also, some service doesn’t have a fix price. How to handle that?


#2

If you are issuing invoices to your customers, record each sale as sales invoice under Sales invoices tab.

If you are not issuing invoices and just receive money, then record it as Receive money transaction under Bank accounts or Cash accounts tab.


#3

For services that doesn’t have a fix price, I have to write them manually when issuing invoices, you mean ?

By the way, Sales Invoice Items is for what ?


#4

Sales invoice items is when you are selling the same type of service over and over again so you can create the service as invoice item and then have autocomplete description and price when preparing new invoice.

If all your services have unique description/price, don’t use invoice items and just manually write out the invoice.